See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,370 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 49 10960 WILSHIRE BLVD · LOS ANGELES, CA 90024 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,499 | $58,655-58.2% | $91,989-73.4% | $65,185-62.4% |
| Participation rate | 73.2% | 75.3%-2.1pp | 78.6%-5.5pp | 70.2%+3.0pp |
| Annual return | 26.08% | 33.92%-7.8pp | 69.02%-42.9pp | 29.38%-3.3pp |
| Employer contribution / active EE | $614 | $2,080-70.5% | $3,452-82.2% | $2,177-71.8% |
| Participant deferral / active EE | $4,579 | $5,474-16.4% | $5,923-22.7% | $3,514+30.3% |
| Admin fee / account holder | $8 | $434-98.1% | $7,743-99.9% | $847-99.0% |